Jocelyn Wright Email & Phone Number
Founder and CEO
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Jocelyn Wright Location
- Bala Cynwyd, PA, US
Jocelyn Wright Work
- 2025 -now Founder and CEO @ Ascension Legacy Partners
- 2022 -2026 Managing Partner @ PF Wealth Management Group, LLC
- 2022 -2022 Adjunct Professor @
- 2009 -2021 Founder and CEO @ Ascension Wealth Management LLC
- 2014 -2018 State Farm Chair for Women and Financial Services | Assistant Professor of Women's Studies @
- 2009 -2009 Investment Advisor @ First Genesis Financial Group
- 2007 -2009 Financial Advisor @ Miles Wealth Management, LLC
- 2002 -2007 Financial Advisor @ Wealth Development Strategies, LLC
- 2000 -2002 Associate @
- 1995 -1998 Executive Assistant @
Jocelyn Wright Education
- Howard University
MBA (Beta Gamma Sigma Honor Society)
1998-2000 - Alfred Lerner College of Business & Economics at University of Delaware
BS (Delta Sigma Theta Sorority, Inc.)
1988-1992 - Girls High
Jocelyn Wright Skills
- Financial Planners
- Fixed Annuities
- Cash Flow
- Insurance
- Retirement Planning
- Tax
- Portfolio Management
- Investments
- Finance
- Strategy
- Wealth Management
- Life Insurance
- Strategic Financial Planning
- Disability Insurance
- Financial Analysis
- Wealth
- Long Term Care Insurance
- Management
- Strategic Financial
- Retirement
- Series 7
Jocelyn Wright Summary
- Jocelyn Wright, based in Bala Cynwyd, PA, US, is currently a Founder and CEO at Ascension Legacy Partners. Jocelyn Wright brings experience from previous roles at PF Wealth Management Group, LLC, Delaware State University, Ascension Wealth Management LLC and The American College of Financial Services. Jocelyn Wright holds a 1998 - 2000 MBA in Beta Gamma Sigma Honor Society @ Howard University. With a robust skill set that includes Financial Planners, Fixed Annuities, Cash Flow, Insurance, Retirement Planning and more. Jocelyn Wright has 1 emails and 1 mobile phone numbers on RocketReach.
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